Interact to see
Advertisement
Advertisement
CIRAX vs SGENX
CIRAX vs SGENX Comparison
Open Charts CIRAX vs SGENX
American Funds Capital Income Bldr 529A
Price$79.14
Change-$0.39 (-0.49%)
VolumeN/A
Net Assets119.67B
First Eagle Global A
Price$82.72
Change+$0.37 (+0.45%)
VolumeN/A
Net Assets67.02B
CIRAX vs SGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRAX vs. SGENX commentary
Sep 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CIRAX is a StrongBuy and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 120B vs. SGENX (67B). CIRAX pays higher dividends than SGENX: CIRAX (2.90) vs SGENX (1.95). CIRAX was incepted earlier than SGENX: CIRAX (24 years) vs SGENX (55 years). SGENX (1.10) is less costly to investors than CIRAX (0.62). CIRAX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). SGENX initial investment is less costly to investors than CIRAX (4%) vs CIRAX (4%). CIRAX has a lower initial minimum investment than SGENX: CIRAX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 15.80 vs. CIRAX (12.15). CIRAX return over 5 years is better than : 56.31 vs. SGENX (49.20).
| CIRAX | SGENX | CIRAX / SGENX | |
| Total Expense Ratio | 0.62 | 1.10 | 56% |
| Annual Report Gross Expense Ratio | 0.62 | 1.10 | 56% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | 16.806 | 22.874 | 73% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 67B | 179% |
| Annual Yield % from dividends | 2.90 | 1.95 | 149% |
| Returns for 1 year | 12.15 | 15.80 | 77% |
| Returns for 3 years | 42.28 | 51.40 | 82% |
| Returns for 5 years | 56.31 | 49.20 | 114% |
| Returns for 10 years | 97.61 | 75.81 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement